Getting Started with the New User Experience

 
ccppmop1561
HID_ca_ppm_beta
The 
Clarity PPM
 
新ユーザ エクスペリエンス
 provides a convenient way to keep your entire team informed and connected throughout the entire project lifecycle. The 
新ユーザ エクスペリエンス
 engages your team and becomes an intuitive and natural extension of their work tasks and goals. Management does not want any unpleasant surprises and needs reliable project status data to make sound business decisions. The next-generation of 
Clarity PPM
, available in the 
新ユーザ エクスペリエンス
, delivers this robust new functionality.
This section contains the following topics:
 
 
 
2
 
 
Restricted documentation pages are hidden. To view and search more information, click 
Sign In
. At minimum, a Basic Access ca.com account is required. Registration takes a few seconds and provides you with access to the CA PPM online community.
Log In and Get Started
Your administrator provisions the 
新ユーザ エクスペリエンス
 so that it is ready for you to use. In addition, your administrator sets some system options in Classic 
Clarity PPM
 so that the two user interfaces work together. 
  • The 
    新ユーザ エクスペリエンス
     automatically saves your work. Your information and data is always up-to-date, safe, and secure.
  • All system messages appear for five seconds. To display a message for a longer duration, hover over the message. When you are done, move the mouse pointer away from the message.
After your administrator adds your user account in Classic PPM and configures the 
新ユーザ エクスペリエンス
, you can log in. 
 
Follow these steps:
 
  1. Click the link that you receive.
    • Your administrator might provide a link by email that you can bookmark in your browser. 
    • If configured, you might also receive a link by email when a project manager adds you to a project.
    • If configured, you might also see a link to the 
      新ユーザ エクスペリエンス
       from inside the Classic PPM main menu.
      The 
      Login
       page appears.
      image2019-1-18_11-9-23.png
       
  2. Enter your 
    Username
     and 
    Password
    . You can use the same credentials for the new user experience and Classic PPM. 
  3. Click 
    Login
  4. The default home page in the 
    新ユーザ エクスペリエンス
     appears. Your access rights determine which page appears when you click 
    Home
     and which menu items are available in the main menu. The following image shows all possible menu items:
     
    image2019-2-28_9-56-12.png
  5. If the 
    You do not have permissions for the new user experience
     message appears, contact your administrator for the required access rights.
    image2019-1-10_11-21-31.png
     
Personalize Your Avatar Image
To help users identify you, the 
新ユーザ エクスペリエンス
 displays your personal avatar image. For example, the avatar for each user appears in a conversation. This circular icon appears in the top right corner of the application to identify you. By default, the image shows the initials for your first and last name. You can upload your own photo or an image.
To differentiate between user sessions, you could use initials for contractors, photos for more personalized staff accounts, and color-coded graphics for special teams or department accounts. As an administrator, you might have several personal user accounts. For example, you use a photo avatar for your personal account. You use a series of multi-colored avatars for your test accounts.
 
Follow these steps:
 
  1. Using a smart phone, web cam, scanner, or digital camera, capture your photo. Send the photo by email or copy it to your computer or a file server you can access.
  2. In a mobile graphics app or a third-party desktop graphics application, edit and save an image file that represents you as a resource. For example, your organization might set up a color scheme or logos to identify users on various teams. You could also add text identifiers to avatars such as DEV, PMO, INFOSEC, RM, or BLUE TEAM. Follow these design requirements:
    1. Reduce the image file size to 250 KB or smaller. While five MB is the maximum, performance is best with smaller images. 
    2. Large avatar images offer no benefit and simply waste disk space. A 150-dpi 8-bit color image is sufficient.
    3. Crop the image to square image dimensions of about 80 x 80 pixels. Give circular images a diameter of about 80 pixels. Larger images are automatically scaled down and cropped for best fit. However, large images might yield unexpected results when scaled. Also note that users might magnify a page. If your image is too small, it might appear blurry or pixelated.
    4. Supported image file formats include .png, .jpg, .gif, and .ico. Other formats such as .tif are not supported.
  3. Log in to the 
    Clarity PPM
     
    新ユーザ エクスペリエンス
    .
  4. Click the current avatar image at the top of the page and select 
    SETTINGS
    .
  5. Click 
    UPLOAD
    .
  6. Select the image file that you created in an earlier step and click 
    Open
    .
    A preview of your image appears.
  7. To upload a different image, click 
    UPLOAD
     again. When satisfied, close the 
    SETTINGS
     window.
  8. (Optional) To revert to the default avatar:
    1. Click the current avatar image at the top of the page and select 
      SETTINGS
      .
    2. Click 
      REMOVE
      .
      The avatar reverts to the default initials for the user.
    3. Close the 
      SETTINGS
       window.
You can also change your avatar image from the classic user interface. See Personalize Clarity PPM: Change Password, Account Settings, Notifications, Export to Excel.
As an administrator, you can specify which file types are authorized for the avatar image file. Click the 
Administration
 menu and select 
System Options
. As an example, when you enter 
doc,docx,pdf,xls,jpg,gif
 you are 
excluding
 all other file types that are not listed. In this case, .png and .ico image formats are blocked. The file extensions that you list apply to the document management system. Other features, including avatars and attachments, also depend on the document management system. The avatar feature only supports the file types that are listed in the steps in this section. However, your optional authorized list blocks any extensions that are not listed.
To view the new staffing features in this release, you need the 
Staffing - Navigate
 access right. With this right, you can see the Staffing navigation link at the left side of the page. Without this right, you might see the following message if you click a menu link such as 
http://<server>/pm/#/resourcemanagement
:
You do not have rights to access the resource management application
 
The right is not object-based; it only restricts navigational access. If you have access, your booking rights and filters determine the resources that you see on the Resource Investment view. As the named resource manager, you also see those resources.
Application Messages in the New User Experience
System messages in the New User Experience remain visible for five seconds. You can extend the display duration by positioning your mouse or pointing device over a message. The following fictional image shows the four types of messages that you might see as you work:
 
messages.png
 
Configure Default Unit of Measure Settings for FTE or Hours
You can configure the following setting from the General tab on the Settings page:
  • Unit of Measure (FTE or Hours)
This setting is applied where applicable, for example, in the ETC column on the project 
Staff
 grid, 
Tasks
 grid, or 
Assignments
 grid.
 
Follow these steps:
 
  1. Click the drop-down list next to your avatar and click 
    Settings
    .
  2. Click 
    GENERAL
    .
  3. Select 
    FTE
     or 
    Hours
     for the 
    Unit of Measure
    .
  4. When finished, click 
    X Close
    .
    image2018-12-7_12-38-33.png
     
The Unit of Measure settings on the General tab above do not apply on the following pages:
  • the Roadmap Items grid
  • the global multi-project Tasks grid
  • the Project Task or Task List details pane
Configure Default Settings for Resource Staffing
Separate settings apply to the different views for resources, investments, and requests on the Staffing page. As a resource manager or resource coordinator, you can set your preferences for working with the resource staffing features in Clarity PPM.
 
Follow these steps:
 
  1. Click the drop-down list next to your avatar and click 
    Settings
    .
  2. Click 
    STAFFING.
     
  3. When finished, click 
    X Close
    .
Reset Your Password
You might see one of the following messages when you attempt to log in:
  •  
    API-1030: Error during login. Password is expired or needs to be reset. To reset your password, click 'Forgot Password?'. 
    This message appears when your account has expired or your administrator has forced a password reset.
  •  
    API-1029: The username & password combination you entered is invalid. Please try again, reset your password, or contact your system administrator for assistance. To reset your password, click 'Forgot Password?'
    This message appears when you have entered an invalid username or password.
    In either case, click 
    Forgot Password?,
     enter your username, and click 
    Send Email
     to receive email with password reset instructions.
The 
Forgot Password
 reset option is available only in non-SSO environments where your administrator has configured the Clarity PPM server with email. The feature also requires that you are an 
active
 resource. If your account is 
inactive
 or 
locked, y
ou cannot reset the password.
The 
Forgot Password
 option is not available on the Login page in Classic PPM. However, with the proper access rights, you can change your own password in Classic PPM. See Personalize CA PPM: Change Password, Account Settings, Notifications.
If none of these options are working for you, or if you do not remember your username, contact your administrator.
Clear Your Browser Cache
After an upgrade or after changing their access rights, users could encounter a blank page until they clear their browser cache, cookies, and history files. The steps vary by web browser. If you see improved results in Google Chrome incognito mode, that generally indicates you can clear your browser cache to achieve the same results in normal mode.
Also try logging out and then logging back in again to reset your permissions. 
Common Features: Manage Your Clarity PPM Data in Grids
Edit Data in Grids
The grids are consistent in most aspects; however, specific functionality varies by grid, page, user access rights, and individual user behavior in client browsers.
A primary feature in the 
新ユーザ エクスペリエンス
 is the dynamic new grid. You can find these new grids throughout the application to manage projects, tasks, roadmaps, and ideas, to name a few.
In addition to its familiar spreadsheet-inspired arrangement of rows, columns, and cells, the grids offer the following functionality:
  • Right-click in a grid to use the context menu to add or delete rows.
  • Add a row item.
  • Copy and paste cell values.
    Beginning with Release 15.5.1, fields or columns with lookup values support copy and paste, but only within the same column.
  • Observe subtle visual treatments for rows and cells. For example, new rows and cells appear in a different color from saved rows and cells.
  • Missing required fields with no default values get added automatically when you add a row. If values are missing from required fields, messages and subtle color shading appear to indicate.
  • Pin, resize, reorder, and reset columns to personalize each grid.
  • Grids support a preset maximum number of rows per page. For example, the roadmap grid shows 100 rows per page, the Staffing Resources-to-Investments page shows 200 resources, and the Project Staff page shows 500 rows per page. Use the FIRST, PREVIOUS, NEXT, and LAST controls to navigate between multiple pages.
  • Select dates from a scrolling calendar with year, month, and day controls. 
  • Sort by a column in ascending order, and toggle the sort order with a single click in descending order. 
    Fields with multi-value lookup values do not support sorting.
  • Shift+Click to sort on up to four columns. To remove sorting on one of the columns, hold down the Shift key and click the column header twice.  
  • Open a conversation by clicking the comment bubble icon for a line item in the Conversation column. The icon is white or empty when no conversation exists and turns blue after at least one comment appears in a new conversation.
  • To show or hide columns on the grid click Column Panel and make your selections. You can also drag a column header cell up and off the grid to hide it from view.
  • Hover over a column header to display the 
    ≡ Column Heading Options
      menu with choices for pinning, auto-sizing, and resetting columns.
newux_common_grid_01
newux_common_grid_01
Collapse Related Rows Together In Group By Mode
In grids that support row-level grouping (ideas, custom investments, and custom project sub-object grids), a Group By bar appears. 
  1. To group the rows in the grid, drag a column heading into the Group By bar.
    Rows collapse into logical groups that share the same value. For example, you can group ideas by priority or custom investments by manager.
  2. To view the rows, expand a group. 
The rows remain in the same sort order that is used before you entered Group By mode. The groups appear in ascending sorted order. The grid is read-only when in Group By mode. You cannot change the sort order or can choose which columns to show or hide.
Group grid data by a selected field
Group grid data by a selected field
 The aggregated subtotals for each group are not supported wherever a mathematical total cannot be calculated. Boolean, Date, Percentage, Calculated, Formula, Aggregation, TSV, and Lookup attributes cannot show an aggregate subtotal.
Add or Remove Fields on the Details Panel
  • Your administrator can configure which attributes are available for other users to add or remove on the Details tab of the Details panel.
  • As a user with sufficient access rights, you can choose the fields and arrange them on the layout.
 
Follow these steps:
 
  1. Open a project.
  2. In the list of tabs at the top of the page, click 
    TASKS
    .
  3. On the task board or grid, select a task.
    The 
    DETAILS
     tab appears along the right edge of the page.
  4. Click the 
    DETAILS
     tab. The 
    DETAILS
     panel (
    flyout
    ) appears.
  5. On the 
    Details
     panel, click the 
    Details
     tab.
  6. Click 
    CONFIGURE
    .
  7. To search for a field (for example, task attributes) enter all or part of its name in the search bar. Matching fields appear.
  8. Drag a field from the list of fields to the 
    Details
     panel layout. Drop the field on top of an existing field. Your new field appears on the layout above the existing field.
  9. To reorder the sequence of fields, you can drag-and-drop them into a new arrangement. 
  10. To remove a field, select it on the layout and then click 
    X Remove
    .
  11. Click 
    EXIT
    .
 To minimize scrolling, try to limit the number of fields you add and position required fields (indicated with an * asterisk) toward the top.
 
Example
: In this example, the user enters only the letters
CR
in the word
critical
to locate the 
Critical
 field. The user drags the 
Critical
 field on top of the 
Status
 field to position it above that field. The user clicks 
EXIT
 and the new field is available for updates by other users.
 
20190506-FLYOUT-CONFIG-FIELDS-USER.jpg
 
Export Grid Data to a CSV File
You can export the common grid data to a CSV file. Grids that support Export to CSV include projects, custom investments, custom sub-objects for projects, assignments, staff, and ideas.
The Classic user interface supports export of up to 25000 rows to CSV file. In this release the 
新ユーザ エクスペリエンス
 supports export of up to 250,000 rows to CSV file.
You cannot export a CSV file when the grid is in group-by mode.
 
Follow these steps:
 
  1. Navigate to a grid that supports the Export to CSV functionality.
  2. Filter the data, add or remove columns, sort, and modify the view. Exit group-by mode. 
  3. Click the 
    Export to CSV
     icon:
    • If your view includes 500 or fewer rows, your new CSV export file is produced immediately. 
      The application assigns your current view name (or unsaved view) to the downloaded CSV file name. For example, if your view is 
      Unsaved
       and you click the 
      Export to CSV
       icon, the downloaded file name is unsaved.csv.
    • If your view includes more than 500 rows, the message 
      Export in Progress. Download will be available in notifications
       appears. 
      The application assigns 
      jobid_viewname.csv
       as the downloaded CSV file name. For example, if your view name is Export Investment, the downloaded file name is 5000021_Export Investment.csv.
      The file is saved and is available for download up to 
      seven
       days from the date of download. The notification displays the date in mmm-dd-yyyy format.
      The export runs in the background. You can continue working in the application. 
      When the file is exported and available for download, a notification appears in the notification (bell) icon at the top right of all pages in the 
      新ユーザ エクスペリエンス
       to alert you.
    1. Click the notification (bell) icon to view a link to the file you exported.
    2. Click the link to download the CSV file.
  4. To cancel the export, click 
    Cancel
    .
Data Formatting in the Exported CSV File:
  • All dates appear in YYYY-MM-DD format in the CSV file.
  • For all locales and language settings, all decimal points appear as a period (.) or dot character.
  • Money values do not include any currency symbols.
  • Semicolons appear as delimiters in between the values in multi-value lookup fields. For example, 
    Carryover; Required; Top Choice
    .
Common Features: Filter Your Clarity PPM Data in Grids or Boards
Filter Your Data on a Grid or Board Layout
The following image applies to both grid and board layouts.
Filter grid data
Filter grid data
Common Features: Manage Your Views
View Options
  • Set decimal display for numbers and money (formats do not apply to your own custom user-defined integer attributes that you define in Studio)
  • Manage Picklists (instance-specific sets of values)
  • Select fiscal periods that should be displayed (Weeks, Months, Quarters, and Years) - In the Clarity PPM New User Experience, you can view all the periods that have been defined by your administrator in the fiscal calendar. Many administrators do not define fiscal weeks and hence this information is not available in the New User Experience. 
Saved Views
The application supports the modification and saving of views by multiple users. Each user can modify their own saved and unsaved views. The views in grids are responsive to a wide array of user actions inside grids. For each adjustment you make, decide from the following options:
  • Save an existing view
  • Save a new view
  • Keep working in the unsaved view
For example, you sort the grid view for Roadmap A by two columns. You decide not to save the view. You switch to Roadmap B and sort it by the same columns. You also adjust some column widths and set a filter. You decide to save those settings in a named view for this roadmap.
The application cannot tell if you or other users happen to configure an unsaved view that matches exactly with a previously saved view. For example, you save View 21 with a certain arrangement of fields. You modify the view such that it is now an unsaved view. You configure the unsaved view such that it matches the exact configuration of View 14. 
Unsaved
 still appears and not 
View 14
. If you want to see that a specific view is applied, you must select it by name.
What Happens When An Attribute In My Saved View Is Removed Later?
You can store your filter, column, sorting, and grouping settings in a saved view. If an attribute in the saved view is later removed or inactivated in Classic Studio, the following behavior occurs:
  • You and other users can still access the view.
  • The removed or inactive attribute no longer appears in the filter, columns, sort order, or grouping.
  • The named view now appears with the 
    UNSAVED
     icon.
 
Required Attributes
 
Required attributes display an asterisk (*) after their label. 
  • Your current saved view might be missing one or more required fields. When you add a new row, the application shows the required fields that do not have predefined default values and your view switches to 
    unsaved
    . Any custom attributes that are marked as required are also added to the view.
  • If you add a required custom attribute in Classic PPM when records already exist in the system, provide a default value. We also recommend that you select the 
    Populate Null Values with the Default
     option.
  • Another way to populate a new required attribute is to specify an 
    API Attribute ID
     so users can add it to the grid using the Column Panel and can enter a value.
 
Available Attribute Data Types
 
All attributes data types except the following are available for configuration in a grid:
  • URL
  • Attachment
  • Custom time-scaled value (TSV)
Select Values in Drop-Down Lists
The following image shows examples for working with the common drop-down value lists. When a value list appears for a grid column or as a field on a page, it allows you to select one value (a typical single-select field) or multiple values (a typical multi-select field). When these value lists appear as filters, you can typically select multiple values, even for single-select fields. This behavior allows you to filter or search on more records. For example, records that match Selected Choice 1 
OR
 Selected Choice 2.
Common New UX Drop-Down Value Lists
Common New UX Drop-Down Value Lists
Common Features: Manage Your Clarity PPM Data on Board Layouts
Work with Cards On a Board Layout
  • Hide/Show Columns
  • Manage Picklists (instance-specific set of columns)
  • Configure the name, fields, and metrics on the face of the card
View Documentation by Role or Persona
 
 
4
 
4
 
 
All Roles
Users in all roles can enhance their productivity in the 
新ユーザ エクスペリエンス
. For ease-of-use we organize features by persona; however, users with the appropriate access rights can use other features. Your organization can configure 
Clarity PPM
 as required.
Recommended Topics:
Administrator
 
Clarity PPM
 fits inside the larger IT and business goals of your organization. As an administrator, you configure 
Clarity PPM
 including the 
新ユーザ エクスペリエンス
 and any additional add-ins, connectors, and integrations.
Recommended Topics:
Switch to the English edition of the documentation to view more, including the following sections:
  • Installing and Upgrading
  • Reference
Application Owner
Ian Connor is an application owner, but may also be known as an application administrator or content administrator. He is responsible for configuring project blueprints, setting up teams, and other system options to support business goals and standards. His colleagues rely on him to make approved changes in the application to support data capture, standard data entry, consistent analytics, and meaningful reporting. Ian configures project blueprints so that the 
新ユーザ エクスペリエンス
 is easy for teams to enter project data and view status information.
 
This image shows common questions that an application owner wants to answer
This image shows common questions that an application owner wants to answer
 
Recommended Topics:
 
Financial Manager
Rita Lee is a financial manager with experience in budgeting, projecting cash flows, and determining how to invest and finance projects. Rita is an expert in finance, forecasting, estimates, and projections. She knows how much the project is expected to cost and understands how to minimize financial risk.
This image shows common questions that a finance manager wants to answer
This image shows common questions that a finance manager wants to answer
Recommended Topics:
Leverage the financial concepts in the documentation for the Classic PPM user interface—in general, these concepts still apply in the 
新ユーザ エクスペリエンス
.
Project Coordinator
Barb Hudson is a project coordinator. She has been with the company for seven years and is responsible for staffing multiple projects. She strategically thinks about the team of resource managers that she works with, their requirements, and about the available resources.
After analyzing the organization staffing and business growth objectives, she has made the hiring and staffing process best in class. Using CA PPM, she draws insights from the data and analytics to make people smarter and more efficient. She knows who her key resource managers are, has cultivated those relationships, and is comfortable collaborating with them to achieve staffing goals. With Derrick, the resource manager, she engages in conversations and solves staffing issues. She regularly communicates with her management team to solve staffing problems and provide status updates.
This image shows common questions that a project coordinator wants to answer
This image shows common questions that a project coordinator wants to answer
Recommended Topics:
Project Manager
Nicole Fleming is a project manager. She has been with the company for three years and now manages multiple projects simultaneously. Because each project is unique, she is always looking for ways to do common tasks quickly. She uses the skills that she has picked up from volunteering to inspire her team, which has led to more open and regular communication. Her team has gotten better at keeping her up-to-date on the status of tasks. However, in collaboration with Derrick Joseph, the Resource Manager, she still has to remind them to complete their timesheets. Ultimately, she wants to keep her teams happy and productive and let them own their work. She regularly communicates with her management team face-to-face or through email to solve problems and provide status updates.
 
This image shows common questions that a project manager wants to answer
This image shows common questions that a project manager wants to answer
Recommended Topics:
Senior Project Manager
Theresa Robertson is a Senior Project Manager. Overall she is responsible for the successful initiation, planning, design, execution, monitoring, controlling, and closure of a project. Theresa not only manages her own projects but is also responsible for the financial setup and financial plans management for junior project managers.
This image shows common questions that a senior project manager wants to answer
This image shows common questions that a senior project manager wants to answer
 
Recommended Topics:
 
Portfolio Manager or Roadmap Planner
Sid Patel is a portfolio manager but you may also know him as the strategic roadmap planner. Sid is responsible for funding and headcount alignment in the portfolio. He provides insights for strategic pivots and delivers outcomes that are based on solid business decisions. Sid needs to plan and prioritize his investments from the top-down based on value. Also, he needs to share his understanding of work with stakeholders to receive timely consensus. Sid often groups and sorts investment information to visualize the proposed work and the dependencies.
Sid collaborates with Susan, an executive leader who needs to respond to change quickly and promote enterprise innovation. Susan appreciates timely visibility into investments to ensure that they align to long-term corporate strategy.
Sid also values input from Jennifer, a product owner whose primary responsibility is to communicate product direction in a timely fashion. Jennifer is constantly updating ongoing and planned product work.
Both Susan and Jennifer are minor players in the top-down planning process. They are interested in seeing the roadmap but have slightly different interests in how the data is presented. They use the Board and the Grid to update the roadmap items. Sid is the primary author of the roadmap and uses the Timeline to make investment decisions.
The roadmap documentation is written primarily from the portfolio manager (Sid Patel) perspective.
This image is showing common questions that a portfolio manager wants to answer
This image is showing common questions that a portfolio manager wants to answer
Recommended Topics:
Resource Manager
Derrick Joseph is a resource manager. He has been with the company for five years and now manages team members on multiple projects. By strategically thinking about his team and their accomplishments, he has developed a successful process to help ensure that the right people with the right skills are assigned to the appropriate projects. He looks to the future to develop capabilities and capacity. To anticipate future demand, Derrick performs resource capacity planning.
His team has gotten better at tracking their project time. However, in collaboration with Nicole Fleming, the Project Manager, he still has to remind the team to complete their timesheets. Ultimately, he wants to keep his teams happy and productive and let them own their work. With Barb, the Project Coordinator, he engages in conversations about staffing issues. He regularly communicates with his management team face-to-face, on calls, or through email to solve problems and provide status updates.
This image shows common questions that a resource manager wants to answer
This image shows common questions that a resource manager wants to answer
Recommended Topics:
Project Contributor
Mike Jones is a project contributor or team member. Contributors can include developers, engineers, architects, and other skilled resources. Mike is an enthusiastic team player who is ready to take on any task. His cheerful attitude makes him well-liked among his team, who can always count on him for a little comic relief when projects get stressful. Mike is eager to become the team leader and likes to challenge himself by constantly learning and taking on multiple tasks at once. He sometimes gets frustrated with processes and data requirements that slow him down or do not make sense to him. For example, Mike is great about updating his tasks. However, his project manager, Nicole, works in a different system requiring him to update her by email. Sometimes, he forgets to enter his time accurately, which is another thing that Derrick, his Resource Manager, says that he needs to improve. His priority is to get the day-to-day work done, so he complies as best he can and stays focused on the work.
This image shows common questions that a team member wants to answer
This image shows common questions that a team member wants to answer
Recommended Topics: